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Ships carrying more than 700,000 tonnes of soybeans are waiting at anchor off Chinese ports due to heavy customs checks and limited port warehouse capacity. China delivered 9.59 million tonnes in May and 9 million in June, with port stocks at 7 million tonnes.
Port congestion delays soybean deliveries and has lifted soymeal prices, a logistics bottleneck that supports meal values while it lasts.
在过去 206 次看涨的物流事件之后,大豆 在 5 个交易日内中位数变动 +0.5%(56% 上涨;中间一半区间为 -1.3% 至 +2.6%),20 个交易日内为 +1.4%。
在过去 167 次看涨的物流事件之后,豆粕 在 5 个交易日内中位数变动 +0.5%(54% 上涨;中间一半区间为 -1.8% 至 +2.9%),20 个交易日内为 -1.2%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。